• Brokerage Registered Client Service

    Truist (Weston, FL)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
    Truist (08/22/25)
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  • Client Intake And Support Specialist…

    MyFlorida (Orlando, FL)
    CLIENT INTAKE AND SUPPORT SPECIALIST - 48007158 (BLIND SERVICES) Date: Aug 14, 2025 The State Personnel System is an E-Verify employer. For more information click on ... . Requisition No: 858689 Agency: Department of Education Working Title: CLIENT INTAKE AND SUPPORT SPECIALIST - 48007158 (BLIND SERVICES) Pay Plan:… more
    MyFlorida (08/15/25)
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  • Client Care Servicing Specialist - Consumer…

    Truist (Orlando, FL)
    …Specific activities may change from time to time. 1. Deliver care through exceptional client service and create a differentiating client experience while ... to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up… more
    Truist (08/27/25)
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  • Manager Client Executive

    Aegon Asset Management (FL)
    …and Savings & Investments, comprised of life insurance, annuities, employee benefits , retirement plans, and Transamerica Investment Solutions, and 3) Financial ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… more
    Aegon Asset Management (07/23/25)
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  • Client Services Associate

    Catalent Pharma Solutions (St. Petersburg, FL)
    …+ 152 hours of PTO + 8 paid holidays. + Medical, dental and vision benefits effective day one of employment. + Defined career path and annual performance ... ** Client Services Associate** **Position Summary** Catalent, Inc. is...and healthier lives. Catalent is dedicated to delivering unparalleled service to pharma, biotech, and consumer health customers, supporting… more
    Catalent Pharma Solutions (08/08/25)
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  • Sales/ Client Representative

    BrightView (Homestead, FL)
    …team where you can grow to be your brightest. We're looking for a Sales/ Client Representative. Can you picture yourself here? Here's what you'd do: The Sales/ ... Client Representative assists in developing and executing regional strategic...increase profitability. This role grows the business in a defined territory while actively selling to many different customer… more
    BrightView (08/21/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales… more
    Citigroup (07/03/25)
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  • Sr. Workplace Benefits Relationship Manager

    Bank of America (Jacksonville, FL)
    …CRM), is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits . The CRM is the strategic lead ... Sr. Workplace Benefits Relationship Manager Pennington, New Jersey;Jacksonville, Florida; Lone...Communications + Problem Solving + Stakeholder Management + Customer Service Management + Customer and Client Focus… more
    Bank of America (08/26/25)
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  • LTSS Service Coordinator - Case Manager…

    Elevance Health (Pinellas Park, FL)
    …8am-5pm EST The **LTSS Service Coordinator** is responsible for conducting service coordination functions for a defined caseload of individuals in ... **LTSS Service Coordinator** **Location** _:_ This is primarily a...associates to primarily operate in the field, traveling to client sites or designated locations as their role requires,… more
    Elevance Health (08/27/25)
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  • Sr. Financial Service Representative

    Bank of America (Jacksonville, FL)
    …least one year call center experience. Handle more complex calls including Integrated Benefits , Non Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice ... Sr. Financial Service Representative Jacksonville, Florida **To proceed with your...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
    Bank of America (07/22/25)
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